Nov 10, 2023

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Michael
Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles
Schwab & Co. The trio discusses wide-ranging political and governmental topics starting
with the new Speaker of the House of Representatives, who he is,...

Nov 10, 2023

To honor Veterans Day, Chris Boyd and Jeff Perry invite John Alexander to join them.
John is a Veteran with service in Desert Storm. In addition to his military service, John is
a recently retired Barnstable Police Officer and has worked as the Military & Veteran
Services Advisor at Cape Cod Community College....

Nov 6, 2023

In this segment, Chris Boyd and Jeff Perry review various items in the recent news cycle
that have been a factor in the stock and bond markets. The conversation starts out with
Israel’s response to the Hamas terrorist attack. Next up they discuss other potential geo-
political concerns, including the extended war in...

Nov 6, 2023

As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset
Management Resources review an article from Kiplinger’s magazine and remind listeners
that it is a good time to start thinking about optimizing end of year Roth conversions,
taking IRA required minimum distributions, planning to...

Nov 3, 2023

The difficult subjects of long-term care planning and insurance are discussed in detail by
Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and concerns from
clients about the potential cost of a long-term care event and whether purchasing long-
term care insurance is a good option to consider. The pair...